Latest Institutional Transactions on Ishares Msci Usa Value Factor (VLUE)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Value Factor (VLUE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.6K- 26.45% |
$157K - $174K
|
4.46K
$477K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-808- 30.27% |
$79.3K - $87.5K
|
1.86K
$199K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.14% |
$295 - $325
|
2.19K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
115New |
$11.3K - $12.5K
|
115
$12.3K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-256- 10.26% |
$25.1K - $27.7K
|
2.24K
$239K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-89- 57.79% |
$8.74K - $9.64K
|
65
$6.96K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.49K- 26.02% |
$539K - $594K
|
15.6K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
506+ 2.98% |
$49.7K - $54.8K
|
17.5K
$1.87M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.34K- 20.57% |
$720K - $795K
|
28.3K
$3.03M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.86KNew |
$183K - $202K
|
1.86K
$199K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
731+ 2.03% |
$71.8K - $79.2K
|
36.7K
$3.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-1.12K- 55.45% |
$109K - $121K
|
896
$95.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
98New |
$9.62K - $10.6K
|
98
$10.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
89+ 261.76% |
$8.74K - $9.64K
|
123
$13.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-60- 50.0% |
$5.89K - $6.5K
|
60
$6.42K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-153- 5.93% |
$15K - $16.6K
|
2.43K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.78K- 52.59% |
$272K - $301K
|
2.5K
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
52New |
$5.1K - $5.63K
|
52
$5.56K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
277New |
$27.2K - $30K
|
277
$29.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.65K- 14.2% |
$555K - $612K
|
34.1K
$3.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.6K- 94.12% |
$157K - $173K
|
100
$10.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-88- 3.12% |
$8.64K - $9.53K
|
2.74K
$293K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-40- 36.04% |
$3.93K - $4.33K
|
71
$7.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-105- 4.25% |
$10.3K - $11.4K
|
2.36K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-53- 0.23% |
$5.2K - $5.74K
|
23.4K
$2.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 3.12% |
$116K - $128K
|
36.7K
$3.92M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
28New |
$2.75K - $3.03K
|
28
$3K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
20+ 1.01% |
$1.96K - $2.17K
|
2K
$214K
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
76.4KNew |
$7.5M - $8.28M
|
76.4K
$8.18M
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-30.1K- 99.74% |
$2.59M - $3.06M
|
79
$8.45K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
6.55KNew |
$563K - $666K
|
6.55K
$701K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.71K+ 27.83% |
$319K - $377K
|
17K
$1.82M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
115New |
$9.88K - $11.7K
|
115
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.68KNew |
$316K - $374K
|
3.68K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.73% |
$86 - $102
|
138
$14.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-26- 27.66% |
$2.23K - $2.64K
|
68
$7.28K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-18- 51.43% |
$1.55K - $1.83K
|
17
$1.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$774 - $914
|
9
$963
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.07KNew |
$178K - $211K
|
2.07K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.51KNew |
$216K - $255K
|
2.51K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
18New |
$1.55K - $1.83K
|
18
$1.93K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.7K+ 3.28% |
$1.09M - $1.29M
|
400K
$42.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
152+ 5.19% |
$13.1K - $15.4K
|
3.08K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
38.5KNew |
$3.31M - $3.91M
|
38.5K
$4.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
134+ 12.17% |
$11.5K - $13.6K
|
1.24K
$132K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.84K+ 124.89% |
$244K - $288K
|
5.11K
$546K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-424- 5.99% |
$36.4K - $43.1K
|
6.66K
$713K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
39New |
$3.35K - $3.96K
|
39
$4.17K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.03KNew |
$174K - $206K
|
2.03K
$217K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-250- 9.09% |
$21.5K - $25.4K
|
2.5K
$268K
|
|